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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.3B AUM 1,548 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 170 New 516 Added 595 Reduced 140 Exited
Page 5 of 30  ·  595 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JCI JOHNSON CONTROLS Industrials 14,700.0 $1.9M 0.06% -1K -7.5% $130.95 +9.8%
82 Fidelity Covington Trust 27,187.0 $1.9M 0.06% -13K -32.3% $70.36
83 WM WASTE MANAGEMENT Industrials 8,108.0 $1.9M 0.06% -34K -80.5% $229.77 -4.8%
84 DE DEERE & CO Industrials 3,252.0 $1.8M 0.06% -13K -79.6% $563.35 +2.0%
85 JAZZ JAZZ PHARMACEUTI Healthcare 9,606.0 $1.8M 0.06% -1K -11.3% $189.05 +22.2%
86 CACI CACI INTL-A Technology 3,305.0 $1.8M 0.06% -105.0 -3.1% $543.72 -10.4%
87 RKT ROCKET COS INC-A Financial Services 123,095.0 $1.8M 0.05% -33K -21.0% $14.25 +0.2%
88 DEM WisdomTree ETFs/USA 35,190.0 $1.7M 0.05% -2K -5.6% $49.70 +6.4%
89 GLD State Street ETF/USA Financial Services 4,017.0 $1.7M 0.05% -48.0 -1.2% $430.17 -0.7%
90 APH AMPHENOL CORP-A Technology 13,383.0 $1.7M 0.05% -408.0 -3.0% $126.35 -1.1%
91 IWM iShares ETFs/USA 6,605.0 $1.6M 0.05% -571.0 -8.0% $247.99 +11.9%
92 QQQ Invesco ETFs/USA Financial Services 2,833.0 $1.6M 0.05% -438.0 -13.4% $577.13 +22.8%
93 C CITIGROUP INC Financial Services 14,079.0 $1.6M 0.05% -974.0 -6.5% $113.43 +8.8%
94 BAC BANK OF AMERICA Financial Services 32,519.0 $1.6M 0.05% -2K -5.9% $48.74 +2.1%
95 ADI ANALOG DEVICES Technology 4,952.0 $1.6M 0.05% -29K -85.6% $318.26 +31.2%
96 WDC WESTERN DIGITAL Technology 5,580.0 $1.5M 0.05% -93.0 -1.6% $270.43 +80.9%
97 IYW iShares ETFs/USA 8,250.0 $1.5M 0.05% -560.0 -6.4% $181.45 +31.6%
98 HII HUNTINGTON INGAL Industrials 3,884.0 $1.5M 0.04% -2K -37.4% $380.02 -11.3%
99 WFC WELLS FARGO & CO Financial Services 18,466.0 $1.5M 0.04% -979.0 -5.0% $79.61 -7.3%
100 TILE INTERFACE INC Consumer Cyclical 57,732.0 $1.4M 0.04% -280K -82.9% $24.93 +14.5%
Page 5 of 30  ·  595 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Healthcare 15.9%
Financial Services 15.4%
Consumer Cyclical 13.3%
Industrials 9.3%
Communication Services 6.6%
Consumer Defensive 4.2%
Energy 4.0%
Utilities 2.2%
Basic Materials 1.8%